About

Driving business growth and increased sales through AI-powered technology

Company Overview

Plumly addresses the unique growth needs of IT providers and MSPs through a sales operations platform built on sales intelligence and optimization. Plumly does this by doing what other apps and CRMs can’t accomplish — delivering a repeatable process for business development and account management that systematically creates additional revenue opportunities to grow your business faster.

Meet our Leadership Team

PatrickC

Patrick Ciccarelli

CEO, Founder

  • 20+ years as an IT industry executive
  • Published author on IT
  • Developed multiple SaaS products
WillW

Will Wallis

CTO, Founder

  • 20 years of experience
  • CTO, Co-founder of multiple startups with exits
MarcP

Marc Perramond

Advisor, Former VP of Product –
InsideView (Acquired)

LloydN

Lloyd Noronha

Advisor, Head of Global Marketing
Viptela
(acquired by Cisco)

HarveyG

Harvey Goodman

Advisor, Investor
CEO, Eebu Health

Why do high-performing sales teams choose Plumly?

  • Proven and repeatable sales process for all sales staff to follow
  • Simple, consistent, and accurate data collection to drive sales intelligence
  • Increased opportunities to grow revenue
  • Accelerated sales by reducing the delays between tasks and stages
  • Higher accuracy and timeliness of sales activities
  • Automated tracking of sales to put time back toward selling
  • Actionable engagement data to identify buying and express intent of customers
  • Best-in-class account management practices to retain and grow customers
  • Transparent data between sales rep and sales leader for accountability, visibility on their accomplishments, and goal setting of targets
img-why

How we can help

We help IT Sales Managers, Account Managers, and Account Executives map out their sales tasks with these strategic steps and activities:

Make Goals & Plans

  • Sales Goals
  • Sales Plan
  • Weekly Activity Benchmarks
  • Budgeting
  • Review ConnectWise (CW) Historical Sales and Asset Data
  • Block Schedule Weekly Prospecting

Gather Sales Information

  • Identify and Segment Prospects and Accounts
  • Set Up Email and Meeting Templates
  • Set Up Sequencing Workflows (Email, Phones, Linkedin)
  • Import Prospect Lists
  • Marketing Lead Capture: Web and Email
  • MailChimp, Constant Contact Integration

Get Set Up to Sell

  • Snapshot of Account Health, Including Surveys and Tickets
  • Populate Product Catalog with Customer Information:
    • Customer profile
    • Competitive information
    • Counter objections
    • Leave behinds
    • Talking points

Assess Performance: Rep Metrics

  • Weekly Intelligence Based Insights
  • Weekly Performance
  • Weekly Activities
  • Scorecard
  • Quarterly Goals
  • Revenue Chart

Transfer Information to Other Teams

  • Handoff Lead or Deal
  • Handoff Account or Prospect
  • Transition to Technical staff
  • Create CW ticket with Sales History Attached
  • Integration with OrderPorter and CW Sell

Our Strategic Advantages: Intelligence, Automation, and Integration

  • Natively built on top of ConnectWise (CW) Manage to best leverage historical and current sales data
  • Generate actionable sales insights based on artificial intelligence
  • Automate processes with CW-driven IT product catalog; outbound sequenced outreach
  • Boost engagement by pushing incoming marketing and sales leads and interest signals to reps
  • Integrate with existing sales tech stack: CW Manage, CW Sell, OrderPorter, Microsoft (MS) Outlook, MS Teams, SMS, Constant Contact, MailChimp, and more